Dani Fava: Why Embedded Finance is a game changer for financial advisory


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While most consumers rely on mobile apps for the majority of their daily shopping and grocery shopping, financial services apps are mostly utility functions that make up a limited part of investors’ routines and thoughts.

Step into embedded finance, the next big disruption in financial services and wealth management.

On this episode of the WealthStack podcast, Mark Bruno talks to Dani Fava, Head of Strategic Development at Envestnet, about the future of consulting – and most importantly, how more financial services companies will integrate directly with consumer technology and mobile applications. Dani explains the concept of embedded funding and admits specific thoughts:

  • Digital “relationships” from investors to mobile apps for consumers – and the potential to coordinate investment and planning advice with mainstream brands
  • How super apps affect the way we invest financially
  • Why it is important for financial advisors to understand embedded finance now – and how they can build deeper client relationships with NexGen investors

If you’re interested in continuing the WealthStack discussion, don’t miss our next big event this coming June at the Diplomat. Registration is now open!

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